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Lead Referral Agreement
"I need a Lead Referral Agreement under Austrian law for my IT consulting firm to refer enterprise software clients to a major cloud services provider, with a 15% commission structure and strict GDPR compliance requirements."
1. Parties: Identification of the referrer and recipient companies, including registration details as required under Austrian law
2. Background: Context of the agreement and business relationship between the parties
3. Definitions: Key terms including 'Lead', 'Qualified Lead', 'Referral Fee', 'Territory', and other relevant definitions
4. Appointment and Scope: Terms of appointment, exclusivity/non-exclusivity, and territorial scope
5. Lead Referral Process: Detailed process for identifying, qualifying, and referring leads
6. Quality Requirements: Criteria for qualified leads and minimum information requirements
7. Referral Fees and Payment: Fee structure, payment terms, and conditions for fee eligibility
8. Data Protection and GDPR Compliance: Obligations regarding personal data handling and GDPR compliance
9. Confidentiality: Protection of confidential information exchanged during the referral process
10. Term and Termination: Duration of agreement and termination provisions
11. General Provisions: Standard clauses including governing law, jurisdiction, entire agreement, and amendments
1. Non-Compete: Restrictions on competing activities, recommended when sharing sensitive market information
2. Training and Support: Include when the referrer requires specific training to identify qualified leads
3. Marketing and Branding: Include when the referrer will use the recipient's branding or marketing materials
4. Service Levels: Include when specific response times or service standards are required
5. Audit Rights: Include for high-value agreements where verification of lead sources may be needed
6. Insurance Requirements: Include when referral activities carry significant risks requiring insurance coverage
7. Post-Termination Obligations: Include when there are specific obligations that survive termination
1. Schedule 1 - Lead Qualification Criteria: Detailed criteria for determining qualified leads
2. Schedule 2 - Fee Structure: Detailed breakdown of referral fees, including any tiered structures or bonuses
3. Schedule 3 - Lead Submission Form: Template for submitting lead information
4. Schedule 4 - Data Processing Agreement: GDPR-compliant data processing terms and requirements
5. Schedule 5 - Reporting Templates: Standard formats for regular reporting and tracking
6. Appendix A - Approved Marketing Materials: Pre-approved marketing materials and usage guidelines
7. Appendix B - Territory Definition: Detailed description of geographical or market coverage
Authors
Business Day
Confidential Information
Data Protection Laws
Effective Date
Force Majeure Event
GDPR
Intellectual Property Rights
Lead
Lead Data
Lead Requirements
Lead Submission Form
Personal Data
Qualified Lead
Referral Fee
Referral Period
Referring Party
Recipient Party
Rejected Lead
Services
Territory
Term
Termination Date
Unsuccessful Lead
Valid Lead
Working Hours
Scope of Services
Exclusivity
Territory
Lead Qualification
Referral Process
Payment Terms
Fees and Commission
Data Protection
GDPR Compliance
Confidentiality
Intellectual Property
Representations and Warranties
Liability
Indemnification
Term and Duration
Termination
Force Majeure
Non-Compete
Non-Solicitation
Audit Rights
Record Keeping
Marketing and Branding
Dispute Resolution
Governing Law
Assignment
Notices
Entire Agreement
Severability
Amendments
Third Party Rights
Professional Services
Financial Services
Information Technology
Real Estate
Insurance
Management Consulting
Software and SaaS
Telecommunications
Business Services
Marketing and Advertising
Healthcare
Education and Training
Legal
Sales
Business Development
Compliance
Data Protection
Marketing
Operations
Commercial
Partnerships
Channel Management
Revenue Operations
Business Development Manager
Sales Director
Commercial Director
Legal Counsel
Data Protection Officer
Partnership Manager
Channel Manager
Chief Revenue Officer
Marketing Director
Business Operations Manager
Compliance Officer
Contract Manager
Head of Sales
Chief Commercial Officer
Account Executive
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